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FTSE 100 performance in 2026 is influenced by defense expansion, banking confidence, and AI bubble fears, alongside a potential new commodities supercycle. Glencore has seen significant growth, becoming the focus of the Stock of The Week video.

Meanwhile, Rio Tinto is considering a bid for Glencore before a deadline. The deadline for submitting online tax returns and self-assessment tax payments is January 31, 2026, prompting a review of upcoming tax changes, including dividend taxation, ISA cash limit adjustments, and inheritance tax reforms in pensions set for April 2026.